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Not sure what President Trump’s proposed tax plan means for you? Financial Experts Joe and Al walk you through the various ways the tax plan could impact your tax bill from your individual taxes to your estate taxes.

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Important Points:

1:06 – History of Tax Reform

2:00 – President Trump’s Tax Plan: Individual Taxes, Estate Taxes, Business Taxes, Winners & Losers

3:30 – Simple, Fair Postcard Tax Filing

4:21 – Proposed Rates

6:10 – Standard Deductions

6:30 – Itemized Deductions

7:46 – True or Fales: All middle-class taxpayers will pay less income taxes under the Trump tax reform proposal.

8:47 – Countdown to Retirement: Taxes and your 401(k)

11:46 – Medicare Surtax

12:43 – AMT (Alternative Minimum Tax)

13:45 – Estate Taxes

14:50 – Corporate Tax Rates

16:57 – True or False: Trump’s tax reform proposal calls for the highest earners to pay more than he proposed during the campaign.

18:09 – Winners & Losers of the proposed tax reform proposal

19:32 – Email Question: Would reducing the rate on corporate income impact my retirement accounts that are heavily invested in stocks?

21:03 – Email Question: I’m a small business owner with 7 employees. Will the proposed tax cuts benefit me?

20:32 – Email Question: If the death tax is repealed will I need to revisit my estate plan?

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About the Hosts

Joe Anderson



As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the...

Alan Clopine



Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently shares the CEO role with Michael Fenison, the original founder of the company. Alan is primarily responsible for the day-to-day activities of...